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Advisor at ACROPOLIS INVESTMENT MANAGEMENT
CHESTERFIELD, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ACROPOLIS INVESTMENT MANAGEMENT | Independent wealth | Sep 2, 2026 | n/a | yes | CHESTERFIELD, MO | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 30, 2023 | Jun 15, 2026 | no | ST. LOUIS, MO|LAKE ST LOUIS, MO | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 3, 2010 | Jun 15, 2026 | no | ST. LOUIS, MO|CHARLOTTE, NC|LAKE ST LOUIS, MO | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Sep 22, 2005 | Nov 26, 2010 | no | Leawood, KS|Kansas City, MO|OVERLAND PARK, KS|Leawood, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | ACROPOLIS INVESTMENT MANAGEMENT | Jun 15, 2026 | Sep 2, 2026 | 79 | Firm change | Wirehouse to RIA |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Jun 15, 2026 | Jan 30, 2023 | -1,232 | Channel change | Wirehouse to wirehouse |
| CHARLES SCHWAB & CO., INC. | WELLS FARGO ADVISORS | Nov 26, 2010 | Dec 3, 2010 | 7 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:11025:MO:2026-06-08 | Jun 15, 2026 | Jan 30, 2023 | LAKE ST LOUIS, MO | Firm change after gap |